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Team access lets you bring your whole agency into Visen.io. Everyone on the team works from the same data, sees the same dashboards, and exports the same reports — so there is one source of truth and no version confusion.
Team collaboration is available on the Pro and Enterprise plans. Starter accounts are single-user only.

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Inviting a team member

1

Open Team settings

Go to Settings in the left sidebar and select Team.
2

Enter the email address

Click Invite member and type the team member’s work email address.
3

Set a role

Choose the appropriate permission level from the role dropdown (see the table below). The role controls what the member can see and do across all workspaces they are added to.
4

Assign workspace access

Select which client workspaces this member should have access to. You can add them to all workspaces or limit access to specific clients.
5

Send the invite

Click Send invite. The team member receives an email with a link to join. They must accept the invite before they can log in.

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Permission levels

Each role defines what a team member can view and change within their assigned workspaces.
RoleView dataExport reportsManage sites & keywordsInvite membersBilling & plan
ViewerYesNoNoNoNo
EditorYesYesYesNoNo
ManagerYesYesYesYesNo
AdminYesYesYesYesYes
Only Admin-level users can change billing details or upgrade the plan.

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Workspace-scoped access

When you add a team member to a workspace, they see only the sites and data in that workspace. A team member assigned to “Client A” cannot see data from “Client B” unless you explicitly grant them access to that workspace too. This keeps client data siloed by default, which matters when different account managers own different client relationships.
Use workspace-scoped access to give junior team members access to a subset of clients while keeping sensitive client data restricted to senior staff.

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Updating or removing a team member

To change a team member’s role or workspace access:
  1. Go to Settings > Team.
  2. Find the team member in the list and click the options menu (…) next to their name.
  3. Select Edit access to change their role or workspace assignments, or Remove member to revoke access entirely.
Removing a member revokes their access immediately. Any saved views or exports they created remain in the account and are not deleted.
Removing a team member cannot be undone through the UI. If you need to restore their access, you must send a new invite.

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Next steps

Once your team is set up, consider giving clients their own access through branded portals so they can review reports without needing an internal login.

Multi-client workspaces

Learn how to organize client sites into groups, folders, and tags.

Client portals

Set up branded client-facing dashboards and reports.
Last modified on April 6, 2026